Vol. 8 No. 10, October 2010

CPA Leadership Report is the monthly review of the most important management and leadership articles in the accounting press. It includes electronic links to publishers' Websites, where you can find the original complete articles. Our editors review more than 35 publications every month.

Members of CPA Leadership Institute can access the reviews below. Non-members can become familiar with CPA Leadership Report by reading the articles marked with an *.

Click here to learn about the comprehensive benefits of membership and the extraordinary value of our Professional program level were you can attend all our Webinars at no cost.

 

   

Are Your Junior Employees Getting Ready to Jump Ship?
Nearly 20 percent of junior staff members plan to leave their current firms by the end of this year.
Partner's Report

Stay on Top of Receivables
Tips for managing receivables in a difficult economy.
Journal of Accountancy

Choosing the Right Partners
August Aquila offers insights into the characteristics prospective partners must have.
Aquila Global Advisors, LLC

Managing Partners: Leaders or Administrators?
The most progressive, successful firms have a strong, future-focused managing partner.
Solutions for CPA Firm Leaders

Tech Ideas You Need to Know
McKinsey & Company recently identified a new top-10 list of tech mega-trends.
CPA Trendlines

Essential Aspects of Employee Reviews
Firms are leaving behind the old standard of chargeable hours and focusing instead on results.
Accounting Today

Experience the Benefits of True Teamwork
Partner unity is one of the keys to success, but few firms know how to achieve it.
Partner Insights

What's in Store for Small Firms?
Predictions for the remainder of 2010.
Current Accounts

Are You an Ineffective Leader?
A Harvard Business Review study revealed something surprising: The worst leaders don't even know it.
CPA Trendlines

Help Your Employees Hit the Mark
The typical performance review is the equivalent of landing an airplane and asking, "Now, where are we?"
Partner Insights

*The Downward Trend of Audit Fees
Have audit fees hit bottom? Not quite yet, according to CFO magazine.
CPA Trendlines

CPE webinars for CPAs and CPA firm leaders. Thought leadership articles from leading experts. Annotated checklists on M&A, partner compensation, client services, and more. Turnkey blog/newsletter program for CPA firms.

  

The M&A Solution
Mergers and acquisitions can solve a wide range of challenges, but careful planning is required to manage the significant risks involved.
Partner's Report

Succession-Why You Need to Plan Now
If you want your company to live beyond your lifetime, you must develop a successor who is capable of continuing what you have started.
ConvergenceCoaching, LLC Inspired Ideas

CPE webinars for CPAs and CPA firm leaders. Thought leadership articles from leading experts. Annotated checklists on M&A, partner compensation, client services, and more. Turnkey blog/newsletter program for CPA firms.

  

Are Your Proposal Letters Losing You Sales?
Proposal letters often fail to address the problems for which the prospect is seeking help.
CPA Practice Management Forum

*Marketing Trends: The New and the Tried-and-True
Recent trends in CPA marketing, advertising, and promotion.
The CPA Journal

CPE webinars for CPAs and CPA firm leaders. Thought leadership articles from leading experts. Annotated checklists on M&A, partner compensation, client services, and more. Turnkey blog/newsletter program for CPA firms.

  

Why the SEC Won't Mandate IFRS Adoption
A different tack in the IFRS argument - one that focuses on risk analysis rather than on pros and cons.
CPA Success

Help Your Clients Find a Money Manager
As one of your clients' most trusted advisors, you may be asked for an introduction to a money manager.
AICPA CPA Insider

Loans: Know the Options
To help your clients obtain a loan, the first step is to understand the various options.
AICPA CPA Insider

CPE webinars for CPAs and CPA firm leaders. Thought leadership articles from leading experts. Annotated checklists on M&A, partner compensation, client services, and more. Turnkey blog/newsletter program for CPA firms.

  

*Decision Tree Helps CPAs Avoid Conflict-of-Interest Problems
Guidance on evaluating conflicts of interest and obtaining appropriate waivers.
Of Mutual Interest

CPE webinars for CPAs and CPA firm leaders. Thought leadership articles from leading experts. Annotated checklists on M&A, partner compensation, client services, and more. Turnkey blog/newsletter program for CPA firms.

   

*101 Marketing Strategies
In this month's issue we present Chapter 5 of 101 Marketing Strategies, by Troy Waugh. The book -- designed for senior associates and partners of accounting, legal, consulting, and other professional business service firms -- offers Waugh's proven process model for selling professional services. We present one chapter per month, or you can order the book now at 888-797-RAIN begin_of_the_skype_highlighting              888-797-RAIN      end_of_the_skype_highlighting (7246) or via [email protected].

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    Publisher and
    Editor-in-Chief:
     Joel Shiffrin

    Managing Editor:
    Daniel Shiffrin

    Production Director:
    Gary Schweinshaupt

    Director of Operations:
    Angela Ruggiero

    Director of Customer Service:
    Stephanie Klug

    Assistant to the President:
    Lisa Keane

    Accounts Services Manager:
    Teresa Mungo

    Douglas H. Thompson, Jr., CPA

    Alachua, FL

    CEO, CPAmerica International

     

    Irwin Friedman, CPA

    Lincolnwood, IL

    Chairman, The Friedman Group, LLC

     

    Sally Glick

    Livingston, NJ
    Chief Marketing Officer and Director of Marketing Consulting Services for Sobel & Co. LLC.

     

    Sam M. Allred, CPA

    Helena, MT

    Founder, Upstream Academy

     

    Troy Waugh, CPA

    Nashville, TN

    CEO, Waugh & Co.

     

    Rick Solomon, CPA

    Stony Brook, NY

    President, The Solomon Company

     

    Chandra Bhansali, Ph.D.

    Hauppauge, NY

    Founder, AccountantsWorld.com

     

    Richard A. Berkowitz

    Miami FL
    Managing Director,
    Berkowitz, Dick, Pollack & Brant

     

    Chris Frederiksen, CPA

    Mill Valley, CA
    Founder 2020 Group USA / Frederiksen & Company

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